Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Women Financial Advisors and Industry Decision Makers
PALM BEACH (November 28, 2017) – Jennifer Winslow, Director & Portfolio Manager at Harbor Investment Advisory attended the annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers, November 28 – December 1 in Palm Beach, FL.
The Top Women Advisors Summit is based off the annual ranking of the Top 100 Women Financial Advisors, published in Barron’s June 5, 2017 issue. Advisors are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices. The top 100 are comprised of advisors from major security firms and independent operations.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“Because the Summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry’s leading event,” said Ed Finn, editor and president of Barron’s. “The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their clients, which is vital given the challenging economic and market conditions of today.”
Jennifer was one of approximately 500 financial advisors who was selected by their firm to attend and participate in the conference. Participating firms included:
Ameriprise Financial Services Inc., Bank of America-Merrill Lynch, Edward Jones, Janney
Montgomery Scott, Morgan Stanley, RBC Wealth Management, Robert W. Baird & Co.,
Stifel Nicholas, UBS Financial Services Inc. and Wells Fargo Advisors.
For more information about Barron’s conferences, please go to www.barrons.com/conferences
About Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC (“Harbor Advisory”) is an employee-owned, full service investment and wealth advisory firm focused exclusively on serving the needs of private clients, family entities, and institutions. Harbor Advisory provides comprehensive wealth management solutions for clients seeking objective and customized advice. As a private and independent firm, Harbor Advisory is uniquely positioned to utilize a broad spectrum of resources from many of the world’s premier research, analytical, and asset management firms. Harbor Advisory uses Pershing LLC, which is a subsidiary of The Bank of New York Mellon Corporation for integrated custody, safekeeping, and servicing of client assets. www.harborinvestmentadvisory.com
Harbor Investment Advisory, LLC is a member of the Financial Industry Regulatory Authority (“FINRA”) and a member of the Security Investor Protection Corporation (“SIPC”).
Barron’s (www.barrons.com) is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Women Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
Attendees of the Barron’s Conference were comprised of the 100 advisors listed in Barron’s “Top 100 Women Financial Advisors”, (June 5, 2017) as well as 400 financial advisors designated as the top 1% producers of their firms.